The Pension Specialists, Ltd. Employee Directory

AccountingIllinois, United States11-50 Employees

The Pension Specialists, Ltd. is an independent retirement plan third-party administrator in the accounting sector, based in Machesney Park, Illinois, and founded in 1987. The firm handles all plan administration in-house, serving more than 900 employer retirement plans for over 30,000 participants and overseeing more than $500 million in retirement plan assets. The company emphasizes proactive service, aiming to deliver a satisfactory initial experience and ongoing improvements through interactive communication.

With a small to mid-sized team, growth has been driven by referrals from CPAs, attorneys, banks, and insurance or investment brokers, as well as client referrals. Its client base spans broker dealers, investment firms, CPA and law firms, medical groups, hospitals, as well as manufacturers, engineers, and retailers. All plan administration is performed in-house by its staff.

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